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AHRT

AH Realty Trust
AHRT

162 hedge funds and large institutions have $604M invested in AH Realty Trust in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

21% more capital invested

Capital invested by funds: $500M → $604M (+$104M)

9% more funds holding

Funds holding: 149 → 162 (+13)

7.85% more ownership

Funds ownership: 80.96% → 88.81% (+7.9%)

Holders
162
Holders Change
+13
Holders Change %
+8.72%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
63
Reduced
40
Closed
7
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$956K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$16.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.07M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.27M
4
BlackRock
BlackRock
New York
+$3.6M
5
FM
Forward Management
California
+$3.53M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.2M
2
CCM
Chilton Capital Management
Texas
-$2.34M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1.25M
4
AL
AJO LP
Pennsylvania
-$940K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$794K
Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
76
Fox Run Management
Connecticut
$473K +$448K +31,736 New
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$469K -$15.5K -1,099 -3%
BTS
78
BB&T Securities
Virginia
$463K -$53K -3,758 -11%
AG
79
Aperio Group
California
$456K +$122K +8,615 +39%
VRS
80
Virginia Retirement Systems
Virginia
$446K -$317K -22,500 -43%
Bessemer Group
81
Bessemer Group
New Jersey
$444K +$38.1K +2,700 +10%
CFA
82
Carroll Financial Associates
North Carolina
$437K – – –
TPSF
83
Texas Permanent School Fund
Texas
$435K -$9.3K -659 -2%
Public Sector Pension Investment Board (PSP Investments)
84
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$426K – – –
PI
85
PineBridge Investments
New York
$406K +$49.4K +3,502 +15%
PS
86
Pensionfund Sabic
Netherlands
$389K – – –
Nomura Asset Management
87
Nomura Asset Management
Japan
$386K -$38.1K -2,700 -9%
Barclays
88
Barclays
United Kingdom
$376K +$38.6K +2,736 +12%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$370K +$12.2K +866 +4%
BEAM
90
Baker Ellis Asset Management
Washington
$358K +$4.23K +300 +1%
Brown Advisory
91
Brown Advisory
Maryland
$346K +$5.98K +424 +2%
PAM
92
Panagora Asset Management
Massachusetts
$344K +$326K +23,120 New
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$320K +$303K +21,443 New
SG Americas Securities
94
SG Americas Securities
New York
$318K +$301K +21,343 New
LSERS
95
Louisiana State Employees Retirement System
Louisiana
$302K +$4.23K +300 +2%
MIM
96
MetLife Investment Management
New Jersey
$293K +$277K +19,662 New
VOYA Investment Management
97
VOYA Investment Management
Georgia
$273K – – –
CA
98
Cetera Advisors
Colorado
$272K -$4.23K -300 -2%
ISL
99
Ingalls & Snyder LLC
New York
$270K +$14.2K +1,008 +6%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$265K -$794K -56,281 -76%
2 3
4
5 6

AHRT Hedge Fund Activity: Q2 2018 in Review

162 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2018, worth a combined $604M — up 21% from $500M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AHRT positions and 7 closed out — a net gain of 13 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Nuveen, adding an estimated $16.7M. The largest seller was Vanguard Group, cutting an estimated $5.2M.

  • 162 institutional investors held AH Realty Trust (AHRT) as of Q2 2018, up from 149 in Q1 2018.
  • Funds reported $604M of AH Realty Trust stock for Q2 2018, up 21% quarter-over-quarter.
  • 20 funds opened new AH Realty Trust positions in Q2 2018 and 7 closed out, a net change of +13 holders.
  • The largest AH Realty Trust buyer in Q2 2018 was Nuveen, an estimated $16.7M added.
  • The largest AH Realty Trust seller in Q2 2018 was Vanguard Group, an estimated $5.2M sold.

Based on aggregated 13F filings for Q2 2018.